For insurance and pension brokers
Your clients give your firm a score. But never the reason.
After an advice meeting, a claim or the annual policy review, ScoreStory asks your clients for one score, then holds a short conversation about why. You hear what your advice means to them, where it falls short and what they would never have told you unprompted.
Your first 10 interviews are free · no credit card
Built in the Netherlands by researchers
Stored in the EU · GDPR-proof
Live within minutes
How ScoreStory works for your firm
A client survey nobody enjoys filling in
You want to know whether your advice hits the mark and how clients experience your service. But the usual methods mostly tell you what they think, and rarely why.
A long questionnaire
Thirty statements about the advice, the premium and the client portal. Someone who has just reported a claim or made a pension decision gives up halfway, or just clicks anything.
Open answers without context
"Fine." "n/a" "Premium too high." A spreadsheet full of loose comments, and nobody with the time to find out what is really going on.
Clients who quietly switch
An unhappy client rarely calls to say so. You only notice when their policies move to another broker, and by then it is too late to do anything about it.
Score, Story, Insights
One question and a short conversation instead of a long questionnaire. Your client spends a few minutes on it; you get the whole story.
Score
First a single score: NPS, eNPS, a satisfaction score (CSAT) or the Customer Effort Score (CES). You choose the metric that suits your firm.
Story
Then an AI interviewer asks follow-up questions: what went well, what could be better, and do you have an example? The answer is typed or simply spoken.
Insights
Every conversation is automatically analysed for themes and sentiment. You see what is going well and what needs to improve, with the quotes behind it and a short conclusion.
Ask at the moments that matter
An advice practice has fixed points of contact with its clients. Those are exactly the moments when a client knows what they made of it.
After an advice meeting
Pensions, general insurance or income protection: did your client understand the advice, and did it fit their situation?
After a claim
How smoothly did reporting the claim go, was your client kept informed, and how did they experience the handling?
After the periodic review
At the annual policy review or a pension check-up, you hear whether your client still feels well looked after.
Continuously
Check in on the relationship every year or every quarter. Duplicate the survey and see how the score develops over time.
The story behind your score, already written
No more spreadsheets of open answers. ScoreStory reads every conversation and sets out what people value and where it falls short.
- Themes and sentiment, automatically. Advice, responsiveness, claims handling: you see at a glance which topics come out positive and which negative.
- The quotes behind it. Zoom in on one theme, down to the individual conversation.
- Questions in plain language. Ask, for example, why participants who gave a 6 didn't score higher, and read the answer.
- Export whenever you like. To Excel, CSV or JSON.
Confidential, the way your clients expect from your firm
Your clients share their financial situation with you. Treat their feedback with the same care. In ScoreStory, privacy is not a setting tucked away somewhere: it is part of how every survey works.
- Data processing agreement in the appConclude it yourself in a few minutes, with every sub-processor listed.
- Retention you decideSet per survey how long conversations and personal data are kept. Anonymise or delete a participant at any time.
- Truly anonymous surveysNo names with the conversations, participation shown with a 72-hour delay, and no results for groups smaller than five.
- Hosted in the NetherlandsOn our own infrastructure. ScoreStory does not train AI models on your data. Want to know more? Read our privacy statement.
Frequently asked questions
How long does it take to set up a survey?
A few minutes. You describe in plain language what you want to find out, for example how clients experience the handling of their claim. The AI proposes a metric, writes the survey goal and sets up the themes. Then you fine-tune whatever you like.
How do I invite participants?
Mail a whole list from your own address, import a CSV, share an open link or QR code, or create invitations from your CRM or advice software through the API. Reminders only go to people who haven't taken part yet.
Can I look at private and business clients separately?
Yes. Give participants a property, such as private or business, and filter your results on it. The short conclusion and the quotes then follow your selection too.
How long does it take a participant?
A few minutes. Participants see the estimated duration beforehand and can end the conversation whenever they want. They type or speak their answer, in their own language: the interviewer speaks eight languages.
Can I try ScoreStory for free?
Yes. Your first 10 interviews are free, with no credit card and no end date. Test conversations you run yourself don't count. You can see what it costs after that on the pricing page.
Discover the story behind your firm's score
Create a free account and launch your first survey within minutes. Your first 10 interviews are free.